Purchases and Sales Made in Q2 2025 in Vanguard Bd Index Fd Inc Long (BLV)
This table provides information about the institutional ownership of Vanguard Bd Index Fd Inc Long (BLV) during Q2 2025. The information is specifically focused on institutions that hold shares of VANGUARD BD INDEX FD INC LONG .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-42.9K- 2.09% |
$2.85M - $3.05M
|
2.01M
$145M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-52.2K- 22.61% |
$3.47M - $3.72M
|
179K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-52.4K- 17.79% |
$3.49M - $3.73M
|
242K
$17.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
SELL
|
- |
-55.6K- 94.23% |
$3.7M - $3.96M
|
3.41K
$245K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-59.7K- 8.72% |
$3.97M - $4.25M
|
625K
$45M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-66.1K- 70.71% |
$4.39M - $4.71M
|
27.4K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-86.8K- 65.94% |
$5.78M - $6.19M
|
44.9K
$3.23M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-97.1K- 9.97% |
$6.46M - $6.92M
|
877K
$63.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-139K- 5.82% |
$9.27M - $9.93M
|
2.26M
$162M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-171K- 18.83% |
$11.4M - $12.2M
|
736K
$53M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-177K- 86.53% |
$11.8M - $12.6M
|
27.6K
$1.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-181K- 72.49% |
$12.1M - $12.9M
|
68.8K
$4.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-304K- 30.04% |
$20.2M - $21.6M
|
708K
$50.9M
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-4.75M- 88.63% |
$316M - $338M
|
610K
$43.9M
|